Affinity Capital Advisors LLC

RIASEC RegisteredEst. 2015

Total AUM

$851M

Discretionary

$633M

74% of AUM

Avg account

$482K

Accounts

1,766

Employees

Advisory reps

Firm details

Headquarters: Berkeley, California
CRD number: 166226
Registered since: March 11, 2015
Website: www.affinitycapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI83.68%
Individuals15.01%
Pension & Profit Sharing Plans0.48%
Corporations / Businesses0.47%
Charitable Organizations0.36%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Affinity Capital Advisors LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2015. The firm describes itself as a capital allocator that serves individual and family clients as well as institutional accounts. Its compensation models include percentage-of-AUM fees alongside hourly and fixed-fee arrangements, and it markets other financial products in addition to advisory services. Advisory activity centers on portfolio management for individuals and small businesses, and the firm also engages in pension consulting services and the selection of third-party advisers. Affinity is not positioned as an active ESG investor and, per filings, is not registered as a multi-state adviser. The firm reports working with outside professionals such as law firms, insurance companies and real estate brokers when relevant to client needs.